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Maridea Wealth Management’s Travelers Companies TRV Stock Holding History

Maridea Wealth Management’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,199
Closed -$1.38M – 460
2025
Q3 		$1.38M Buy
+5,199
New +$1.39M 0.21% 113

Other funds holding TRV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Maridea Wealth Management's TRV Position: Q4 2025 in Review

Maridea Wealth Management sold out of Travelers Companies (TRV) in Q4 2025, closing a stake of 5,199 shares — an estimated $1.38M sold.

Maridea Wealth Management first reported a position in TRV in Q3 2025 and held it in 1 quarter. The position peaked at $1.38M in Q3 2025. 1,771 funds tracked by Wall St. Rank hold TRV as of Q4 2025.

  • Maridea Wealth Management reported no remaining Travelers Companies position as of Q4 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 5,199 Travelers Companies shares in Q4 2025, an estimated $1.38M.
  • Maridea Wealth Management first reported a position in Travelers Companies in Q3 2025 and held it in 1 quarter.
  • Maridea Wealth Management's Travelers Companies position peaked at $1.38M in Q3 2025.
  • 1,771 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2025.

Based on Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.